Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,091 | $117,895+177.4% | $102,460+219.2% | $145,897+124.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 7.59% | 31.92%-24.3pp | 29.47%-21.9pp | 552.29%-544.7pp |
| Employer contribution / active EE | $1,631 | $3,619-54.9% | $3,025-46.1% | $4,663-65.0% |
| Participant deferral / active EE | $1,302 | $5,736-77.3% | $5,056-74.2% | $6,689-80.5% |
| Admin fee / account holder | $33,982 | $13,353+154.5% | $9,460+259.2% | $13,390+153.8% |